Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $100K | Buy |
|
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|
2025
Q1 | $57K | Sell |
|
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|
2024
Q4 | $149K | Buy |
|
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|
2024
Q3 | $98K | Buy |
|
|||||
|
2024
Q2 | $74K | Sell |
|
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|
2024
Q1 | $78K | Sell |
|
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|
2023
Q4 | $141K | Hold |
|
|||||
|
2023
Q3 | $121K | Sell |
|
|||||
|
2023
Q2 | $129K | Buy |
|
|||||
|
2023
Q1 | $78K | Sell |
|
|||||
|
2022
Q4 | $109K | Buy |
|
|||||
|
2022
Q3 | $66K | Sell |
|
|||||
|
2022
Q2 | $136K | Buy |
|
|||||
|
2022
Q1 | $94K | Buy |
|
|||||
|
2021
Q4 | $69K | Hold |
|
|||||
|
2021
Q3 | $68K | Hold |
|
|||||
|
2021
Q2 | $62K | Hold |
|
|||||
|
2021
Q1 | $55K | Hold |
|
|||||
|
2020
Q4 | $50K | Hold |
|
|||||
|
2020
Q3 | $33K | Buy |
|
|||||
|
2016
Q1 | – | Sell |
|
|||||
|
2015
Q4 | $938K | Sell |
|
|||||
|
2015
Q3 | $9.66M | Buy |
|
|||||
|
2015
Q2 | $1.9M | Buy |
|
|||||
|
2015
Q1 | $2.05M | Sell |
|
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|
2014
Q4 | $3.08M | Sell |
|
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|
2014
Q3 | $4.37M | Sell |
|
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|
2014
Q2 | $4.63M | Buy |
|